Leeds, West Yorkshire, United Kingdom
Mortgage Consultant Team Manager at Nationwide Building Society
Financial Services
Education
Chartered Insurance Institute (CII)
Certificate in Discretionary Investment Management (CertPFS (DM)) R01, J10, Financial Planning and Services
Chartered Insurance Institute (CII) 2015 — 2015
Certificate in Life and Pensions (Certs CII (Life and Pensions)), CF1, CF2, CF4, R01, R05
Chartered Insurance Institute (CII) 2015 — 2015
Certificate in Financial Planning (CertPFS), CF1, CF2, CF4, CF5, R01, R05
Institute of Financial Services (IFS) 2014 — 2014
Certificate for Financial Advisers (CeFA), Financial Advice
Institute of Financial Services (IFS) 2013 — 2013
Certificate in Mortgage Advice & Practice (CeMAP), Mortgages
Wakefield College 2003 — 2005
ICA
Outwood Grange College 1998 — 2003
High School, GCSE
Experience
Nationwide Building Society September 2014 - Present
Nationwide Building Society September 2013 - September 2014
Nationwide Building Society July 2011 - September 2013
Nationwide Building Society July 2009 - July 2011
Nationwide Building Society September 2010 - October 2010
Nationwide Building Society August 2010 - September 2010
Nationwide Building Society August 2008 - July 2009
Nationwide Building Society November 2007 - August 2008
Skills
Banking, Pensions, Excellent Listener, Recruiting, Investments, Efficiency, Loans, Approachable, Inheritance Tax Planning, Tax Planning, Call Centers, Training, Change Management, Motivational, Analytical, Insurance, Wealth Management, Credit Cards, Personal Development, High Expectations, Leadership, Mortgage Lending, Dynamic, Attention To Detail, Customer Service, Tenacious Work Ethic, Leading From The Front, Commercial Awareness, Proactive, Empowerment, Employee Engagement, Inspirational, Performance Management, Team Building, Team Work, Sales, Financial Services, People Development, Competitive, Financial Risk, Project Management, Retail Banking, Role Model, Inititive, Financial Planning, Coaching, Management, Articulate Presenter, Nurturing Talent, NLP